7/14/2025 | Occidental Asset Management LLC | 16,775 | $2.78M | 0.4% | +17.7% | 0.008% | |
7/14/2025 | CHICAGO TRUST Co NA | 2,314 | $384K | 0.1% | +36.9% | 0.001% | |
7/14/2025 | Opal Wealth Advisors LLC | 521 | $86K | 0.0% | N/A | 0.000% | |
7/14/2025 | Farmers Trust Co. | 3,763 | $624K | 0.1% | -3.8% | 0.002% | |
7/14/2025 | Gries Financial LLC | 13,272 | $2.20M | 0.4% | +70.7% | 0.007% | |
7/14/2025 | AdvisorNet Financial Inc | 1,388 | $230K | 0.0% | +11.0% | 0.001% | |
7/14/2025 | Foster Group Inc. | 2,379 | $395K | 0.0% | -12.1% | 0.001% | |
7/14/2025 | R.H. Dinel Investment Counsel Inc. | 10,890 | $1.81M | 1.2% | -6.0% | 0.005% | |
7/14/2025 | LaFleur & Godfrey LLC | 40,966 | $6.80M | 0.8% | -7.8% | 0.020% | |
7/14/2025 | KFG Wealth Management LLC | 5,493 | $912K | 0.1% | +9.0% | 0.003% | |
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7/14/2025 | Chapin Davis Inc. | 1,287 | $214K | 0.1% | -4.8% | 0.001% | |
7/14/2025 | GAMMA Investing LLC | 7,450 | $1.24M | 0.1% | +26.1% | 0.004% | |
7/14/2025 | Scharf Investments LLC | 545,858 | $90.59M | 2.6% | N/A | 0.269% | |
7/14/2025 | Rooted Wealth Advisors Inc. | 1,349 | $222K | 0.1% | N/A | 0.001% | |
7/14/2025 | Toth Financial Advisory Corp | 8,085 | $1.34M | 0.2% | -8.1% | 0.004% | |
7/14/2025 | Park Avenue Securities LLC | 7,070 | $1.17M | 0.0% | +3.3% | 0.003% | |
7/14/2025 | Sowell Financial Services LLC | 14,241 | $2.36M | 0.1% | +9.6% | 0.007% | |
7/11/2025 | Orrstown Financial Services Inc. | 2,449 | $406K | 0.1% | -16.1% | 0.001% | |
7/11/2025 | Fruth Investment Management | 31,741 | $5.27M | 1.4% | -0.6% | 0.016% | |
7/11/2025 | Farther Finance Advisors LLC | 9,109 | $1.51M | 0.0% | +3.4% | 0.004% | |
7/11/2025 | CX Institutional | 2,947 | $489K | 0.0% | +6.9% | 0.001% | |
7/11/2025 | UMB Bank n.a. | 52,244 | $8.67M | 0.1% | +11.7% | 0.026% | |
7/11/2025 | Weatherly Asset Management L. P. | 2,515 | $417K | 0.0% | -5.3% | 0.001% | |
7/11/2025 | Bridge Creek Capital Management LLC | 4,370 | $725K | 0.2% | +8.7% | 0.002% | |
7/11/2025 | Lantz Financial LLC | 10,539 | $1.75M | 0.4% | +8.1% | 0.005% | |
7/11/2025 | Assenagon Asset Management S.A. | 17,786 | $2.95M | 0.0% | -60.0% | 0.009% | |
7/11/2025 | International Private Wealth Advisors LLC | 1,490 | $247K | 0.2% | -8.8% | 0.001% | |
7/11/2025 | IFM Investors Pty Ltd | 29,959 | $4.97M | 0.0% | +5.5% | 0.015% | |
7/10/2025 | Triangle Securities Wealth Management | 2,545 | $422K | 0.1% | -2.7% | 0.001% | |
7/10/2025 | Clare Market Investments LLC | 3,855 | $640K | 0.1% | N/A | 0.002% | |
7/10/2025 | Burns J W & Co. Inc. NY | 5,608 | $931K | 0.1% | -9.2% | 0.003% | |
7/10/2025 | Rockland Trust Co. | 4,914 | $815K | 0.0% | -1.7% | 0.002% | |
7/10/2025 | Ferguson Wellman Capital Management Inc. | 7,325 | $1.22M | 0.0% | -8.4% | 0.004% | |
7/10/2025 | Fulton Bank N.A. | 1,312 | $218K | 0.0% | +4.9% | 0.001% | |
7/10/2025 | Wealth Enhancement Advisory Services LLC | 75,656 | $13.35M | 0.0% | -17.3% | 0.037% | |
7/10/2025 | Bath Savings Trust Co | 7,250 | $1.20M | 0.1% | -10.4% | 0.004% | |
7/10/2025 | Mn Services Vermogensbeheer B.V. | 54,969 | $9.12M | 0.1% | +1.5% | 0.027% | |
7/10/2025 | Tompkins Financial Corp | 1,191 | $198K | 0.0% | -60.2% | 0.001% | |
7/10/2025 | Swedbank AB | 141,869 | $23.54M | 0.0% | -1.4% | 0.070% | |
7/10/2025 | Sumitomo Mitsui DS Asset Management Company Ltd | 23,524 | $3.90M | 0.0% | +12.0% | 0.012% | |
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7/9/2025 | Procyon Advisors LLC | 1,581 | $262K | 0.0% | N/A | 0.001% | |
7/9/2025 | Aaron Wealth Advisors LLC | 4,416 | $733K | 0.1% | -7.4% | 0.002% | |
7/9/2025 | New England Research & Management Inc. | 2,250 | $373K | 0.2% | N/A | 0.001% | |
7/9/2025 | Fragasso Financial Advisors Inc | 10,347 | $1.72M | 0.1% | -17.4% | 0.005% | |
7/9/2025 | Central Bank & Trust Co. | 14,755 | $2.45M | 0.4% | -9.4% | 0.007% | |
7/9/2025 | Woodstock Corp | 18,062 | $3.00M | 0.3% | +38.2% | 0.009% | |
7/9/2025 | Czech National Bank | 36,174 | $6.00M | 0.0% | +6.6% | 0.018% | |
7/9/2025 | MassMutual Private Wealth & Trust FSB | 943 | $156K | 0.0% | -32.7% | 0.000% | |
7/8/2025 | Davis Investment Partners LLC | 2,956 | $520K | 0.2% | +3.2% | 0.001% | |
7/8/2025 | NBC Securities Inc. | 6,097 | $1.01M | 0.1% | +78.4% | 0.003% | |
7/8/2025 | Apella Capital LLC | 2,079 | $365K | 0.0% | +10.5% | 0.001% | |
7/8/2025 | Parallel Advisors LLC | 3,498 | $580K | 0.0% | -6.6% | 0.002% | |
7/7/2025 | Wealth Alliance Advisory Group LLC | 1,316 | $218K | 0.0% | -27.9% | 0.001% | |
7/7/2025 | Value Partners Investments Inc. | 214,409 | $35.58M | 2.8% | -0.2% | 0.106% | |
7/7/2025 | Somerset Trust Co | 3,637 | $604K | 0.2% | -2.2% | 0.002% | |
7/7/2025 | Thurston Springer Miller Herd & Titak Inc. | 4,206 | $698K | 0.1% | +15.0% | 0.002% | |
7/7/2025 | Douglas Lane & Associates LLC | 330,981 | $54.93M | 0.8% | -1.4% | 0.163% | |
7/3/2025 | Sage Capital Advisors llc | 17,854 | $2.96M | 0.7% | +1.8% | 0.009% | |
7/3/2025 | Fiduciary Financial Group LLC | 1,175 | $207K | 0.0% | N/A | 0.001% | |
7/2/2025 | HBW Advisory Services LLC | 9,518 | $1.58M | 0.2% | -40.6% | 0.005% | |
7/2/2025 | LVM Capital Management Ltd. MI | 18,625 | $3.09M | 0.3% | -3.6% | 0.009% | |
7/1/2025 | Confluence Investment Management LLC | 764,392 | $126.85M | 1.8% | +9.3% | 0.377% | |
6/30/2025 | Pensionfund Sabic | 7,400 | $1.27M | 0.4% | -11.9% | 0.004% | |
6/26/2025 | AG2R LA Mondiale Gestion D Actifs | 6,219 | $999K | 0.1% | N/A | 0.003% | |
6/23/2025 | Swedbank AB | 143,816 | $24.60M | 0.0% | +0.4% | 0.071% | |
6/18/2025 | Voya Investment Management LLC | 49,434 | $8.46M | 0.0% | -0.3% | 0.024% | |
6/6/2025 | eCIO Inc. | 568 | $97K | 0.0% | N/A | 0.000% | |
6/6/2025 | Bontempo Ohly Capital Mgmt LLC | 25,719 | $4.40M | 2.1% | N/A | 0.013% | |
6/5/2025 | Fruth Investment Management | 31,924 | $5.46M | 1.5% | -0.2% | 0.016% | |
6/5/2025 | Cim LLC | 11,500 | $1.97M | 0.3% | +11.2% | 0.006% | |
6/4/2025 | First Hawaiian Bank | 3,453 | $591K | 0.0% | -3.8% | 0.002% | |
6/2/2025 | Modern Wealth Management LLC | 1,609 | $275K | 0.0% | N/A | 0.001% | |
5/28/2025 | Birmingham Capital Management Co. Inc. AL | 25,656 | $4.39M | 1.7% | -4.4% | 0.013% | |
5/27/2025 | Jacobi Capital Management LLC | 8,052 | $1.38M | 0.1% | +31.9% | 0.004% | |
5/27/2025 | Advisors Capital Management LLC | 4,947 | $846K | 0.0% | +11.3% | 0.002% | |
5/27/2025 | Iron Gate Global Advisors LLC | 117,912 | $20.17M | 2.8% | +56.3% | 0.058% | |
5/23/2025 | Twin Lakes Capital Management LLC | 300 | $51K | 0.0% | -25.0% | 0.000% | |
5/22/2025 | WBI Investments LLC | 15,637 | $2.67M | 0.7% | N/A | 0.008% | |
5/21/2025 | Geneos Wealth Management Inc. | 6,219 | $1.06M | 0.0% | -12.7% | 0.003% | |
5/21/2025 | IFM Investors Pty Ltd | 28,399 | $4.86M | 0.1% | -2.6% | 0.014% | |
5/20/2025 | Belpointe Asset Management LLC | 2,613 | $447K | 0.0% | -75.5% | 0.001% | |
5/20/2025 | Intech Investment Management LLC | 20,790 | $3.56M | 0.0% | -21.6% | 0.010% | |
5/20/2025 | Focus Partners Wealth | 227,762 | $38.95M | 0.1% | +10.0% | 0.113% | |
5/20/2025 | Integrity Alliance LLC. | 1,523 | $261K | 0.0% | N/A | 0.001% | |
5/20/2025 | Glenview Trust co | 4,334 | $741K | 0.0% | -8.5% | 0.002% | |
5/19/2025 | Bayforest Capital Ltd | 4,220 | $722K | 0.3% | +401.2% | 0.002% | |
5/19/2025 | SCS Capital Management LLC | 1,707 | $292K | 0.0% | N/A | 0.001% | |
5/19/2025 | UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC | 1,254,113 | $214.49M | 0.1% | -23.0% | 0.620% | |
5/16/2025 | Woodline Partners LP | 12,482 | $2.14M | 0.0% | -76.0% | 0.006% | |
5/16/2025 | Empowered Funds LLC | 72,246 | $12.36M | 0.2% | +95.4% | 0.036% | |
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5/16/2025 | MBB Public Markets I LLC | 1,844 | $315K | 0.0% | N/A | 0.001% | |
5/16/2025 | Ascent Group LLC | 1,547 | $265K | 0.0% | -81.9% | 0.001% | |
5/16/2025 | Adalta Capital Management LLC | 1,229 | $210K | 0.1% | +36.7% | 0.001% | |
5/16/2025 | Arete Wealth Advisors LLC | 4,863 | $832K | 0.1% | +3.4% | 0.002% | |
5/16/2025 | Ashton Thomas Private Wealth LLC | 5,879 | $1.01M | 0.0% | +353.3% | 0.003% | |
5/16/2025 | Kestra Investment Management LLC | 5,125 | $877K | 0.0% | +3,668.4% | 0.003% | |
5/16/2025 | Resources Management Corp CT ADV | 475 | $81K | 0.0% | N/A | 0.000% | |
5/16/2025 | Jones Financial Companies Lllp | 1,990 | $340K | 0.0% | -84.0% | 0.001% | |
5/16/2025 | Stance Capital LLC | 23,944 | $4.10M | 2.9% | +341,957.1% | 0.012% | |
5/16/2025 | Talon Private Wealth LLC | 1,615 | $276K | 0.0% | -27.0% | 0.001% | |